13F Insight
DOSSIER · 13F Holders · Q2 2026
TPSC

TIMOTHY PLAN

99 institutions still hold TIMOTHY PLAN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 887432342·99 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$217M
visible holders
Holders
99
filers reporting
Concentration
20.78%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

99 institutions reported TPSC in Q2 2026. LPL Financial LLC leads at 20.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$45M939K0.01%Q2 202602
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$28M580K0.21%Q2 202603
STIFEL FINANCIAL CORP
CIK 0000720672
$18M374K0.01%Q2 202604
Christian Investment Advisors, Inc.
CIK 0002055071
$16M338K9.57%Q2 202605
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$15M303K0.69%Q2 202606
Bare Financial Services, Inc
CIK 0002009426
$13M272K2.99%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$10M200K0.00%Q2 202608
Faithward Advisors, LLC
CIK 0001695078
$9M184K1.08%Q2 202609
Plan A Wealth LLC
CIK 0002093645
$9M183K3.73%Q2 202610
Kestra Advisory Services, LLC
CIK 0001830819
$8M166K0.03%Q2 202611
OneAscent Financial Services LLC
CIK 0001780985
$8M161K0.37%Q2 202612
O'Connor Financial Group LLC
CIK 0001973783
$7M154K2.61%Q2 202613
ASSETMARK, INC
CIK 0001344551
$6M123K0.01%Q2 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$6M120K0.01%Q2 202615
EverSource Wealth Advisors, LLC
CIK 0001710537
$5M105K0.17%Q2 202616
Sound Financial Strategies Group, LLC
CIK 0001800620
$4M74K2.26%Q2 202617
Turning Point Benefit Group, Inc.
CIK 0002008513
$3M73K1.50%Q2 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M59K0.00%Q2 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M59K0.00%Q2 202620
FAMILY WEALTH PARTNERS, LLC
CIK 0002016217
$3M56K0.82%Q2 2026
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